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Actionability (Log and Communicate)

Learn how to log your daily tasks, notes, offline activities, and how to communicate with your customers.

  • Attaching important documents to your Account

    Objective This article will assist you in managing customer specific Files and Attachments from the Account 360 page in CustomerSuccessBox Who’s this for? This article is for each and every member of ...

  • Tasks

    Tasks Section of the Account's Page allows you to Create and Manage various tasks for yourself in an organized and clean way. For eg., Account's Renewal Date is coming the next month and you want to S...

  • Notes

    Notes Section of the Account's Page allows you to Create and Manage Notes for yourself. You can easily review the Notes in the Timeline as well. Following details, need to be specified while adding a ...

  • Call

    Objective This article will cover registering your phone number to call your customers directly from CustomerSuccessBox using out-of-the-box Twilio integration. Who’s this for? This article is for eac...

  • Logs

    Log Section of the Account's Page allows you to keep Log of various Activities. You can easily review the Logs as well. Following details, need to be specified while adding a Log: Event Type: The Type...